Thursday , April 18 2024

Old Mutual Insure Careers – Salaried Financial Advisor

Website Old Mutual

Job Description:

This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Job Responsibilities:

  • Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
  • Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
  • As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
  • Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

Job Requirements:

  • A clear criminal and credit check
  • A Grade 12 (Matric) certificate
  • RE5 an advantage
  • FAIS compliance
  • Excellent communication skills (written and verbal)
  • A minimum of 3 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • A valid Driver’s licence and your own car

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Mankweng, Limpopo, SA

Application Deadline: N/A

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